Our sessions will be

  • Personalized

    Our first session will be dedicated to assessing your current financial wellness and creating a personalized plan to fit your generational wealth goals.

  • Strategic

    Since building a legacy is more than just investing, I’ll be providing you with foundational education on various asset classes while teaching you how to think about your time, life’s purpose, happiness and more.

  • Integrative

    Everyone needs accountability when it comes to achieving financial freedom. Our class will provide you with the community, connections, and knowledge to confidently execute your plans.

How you’ll feel

relieved of the rat race.
more Aligned and confident in your pursuit of financial Freedom

What you’ll get in the 30-Day Wealth Building Jumpstart Program

  • 4 Weekly 75-minute, small group sessions

  • Strategies to build empowering habits, overcome fear, and take ownership

  • Explanation of generational wealth and secrets to building a legacy

  • Generational Wealth planning template

  • Guide on evaluating real estate investment deals

  • Framework for creating a personal investment thesis

  • Big business basics training

  • Access to a community of alumni from the program and preferential invites to regional the Works’ “meeting of the minds” networking event series and private dinners